See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,065 | $150,440-81.3% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.26% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,065 | $5,256-41.7% | $4,695-34.7% | $4,876-37.2% |
| Participant deferral / active EE | $7,892 | $6,630+19.0% | $6,247+26.3% | $5,439+45.1% |
| Admin fee / account holder | $6,731 | $10,905-38.3% | $9,243-27.2% | $10,885-38.2% |